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Boston Beer
SAM

Overview Fund Activity

181 hedge funds and large institutions have $1.8B invested in Boston Beer in 2013 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+12
Holders Change %
+7.1%
% of All Funds
5.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
69
Reduced
54
Closed
14
Calls
$8.51M
Puts
$41M
Net Calls
-$32.5M
Net Calls Change
+$6.58M

Top Buyers

1
TG
1
TCW Group
California
$16.4M
2
KCM
2
Kornitzer Capital Management
Kansas
$25M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$138M
4
Goldman Sachs
4
Goldman Sachs
New York
$12M
5
PPA
5
Parametric Portfolio Associates
Washington
$7.78M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.9M
2
Franklin Resources
2
Franklin Resources
California
$107M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$50M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$169M
5
WRF
5
Waddell & Reed Financial
Kansas
$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
126
HighTower Advisors
Illinois
$468K +$194K +800 +71%
FWIA
127
Fort Washington Investment Advisors
Ohio
$463K – – –
JIP
128
Jaffetilchin Investment Partners
Florida
$455K +$455K +1,880 New
William Blair & Company
129
William Blair & Company
Illinois
$437K +$437K +1,810 New
AA
130
ALPS Advisors
Colorado
$415K +$204K +980 +97%
MAM
131
Martingale Asset Management
Massachusetts
$412K – – –
WMSA
132
Weiss Multi-Strategy Advisers
New York
$351K – – –
FLPIM
133
F.L. Putnam Investment Management
Massachusetts
$339K – – –
MSA
134
Mason Street Advisors
Wisconsin
$336K +$25.4K +105 +8%
Nomura Holdings
135
Nomura Holdings
Japan
$325K +$118K +489 +57%
OA
136
OFI Advisors
Pennsylvania
$320K +$113K +466 +54%
AAM
137
Advisors Asset Management
Colorado
$307K +$87.2K +361 +40%
PI
138
Placemark Investments
Illinois
$306K -$6.04K -25 -2%
LWCFA
139
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$266K – – –
NTCOC
140
Northern Trust Company of Connecticut
Connecticut
$263K – – –
JWBC
141
J.W. Burns & Co
New York
$262K +$19.9K +82 +8%
Barclays
142
Barclays
United Kingdom
$254K -$831K -3,445 -77%
GC
143
Grimes & Company
Massachusetts
$242K – – –
LPL Financial
144
LPL Financial
California
$214K -$633K -2,613 -75%
MPWT
145
MassMutual Private Wealth & Trust
Connecticut
$212K +$212K +875 New
T
146
TradeWorx
New Jersey
$208K +$208K +860 New
AB
147
Amalgamated Bank
New York
$207K +$207K +855 New
PI
148
Putnam Investments
Massachusetts
$201K – – –
TAM
149
Tocqueville Asset Management
New York
$193K +$193K +800 New
IRS
150
Invictus RG (Singapore)
Singapore
$190K +$43.5K +180 +30%
4 5
6
7 8